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Summary: The topic of continuity/succession planning is on everyone’s minds these days. Aggregators see an opportunity to acquire additional assets. Young advisors see an opportunity to grow their firms. Custodians want to ensure those assets remain in their custody despite any change of control.
 Polling from the RIA Match webinar tells us that advisors want to identify a continuity/succession planning solution to care for clients (69%) and family (25%). Only 6% listed money as the driving factor"Peter McGratty, Vice President Strategic Partnerships, Pinnacle Advisor Solutions |
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